WIA
Wetzel Investment Advisors’s Devon Energy DVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,117
| Closed | -$200K | – | 123 |
|
|
2024
Q3 | $200K | Buy |
5,117
+126
| +3% | +$4.93K | 0.1% | 120 |
|
|
2024
Q2 | $250K | Hold |
4,991
| – | – | 0.14% | 100 |
|
|
2024
Q1 | $257K | Buy |
4,991
+651
| +15% | +$33.5K | 0.15% | 96 |
|
|
2023
Q4 | $197K | Buy |
+4,340
| New | +$197K | 0.12% | 109 |
|